What our clients say
Nick offered us an open approach to our pension and financial planning and we were happy to put our trust in him. He made recommendations based upon our client risk profiles and our family’s future needs. He was friendly, spoke knowledgeably (without blinding us with jargon) and always responded to any queries promptly and efficiently. I can’t recommend “The Pension Planner” highly enough!
After my employer had closed the final salary pension scheme, I was left with a decision of where to invest my funds for a defined contribution pension.having not needed to understand pensions before I really was not in a position to understand what would be best for me.
I was recommended Nick Pratt at The Pension Planner. He sat down and listened to my needs and within days he came back to me with information as to where to invest my funds inline with the degree of risk I was prepared to take.
He explained everything in a way which was easy for me to understand.
Overall I would definitely recommend The Pension Planner to anyone needing this type of advice. They provide a very knowledgeable, polite, and efficient service.
Despite many years in finance generally, I was more than confused as to the complexities of the reducing Lifetime Allowance, when combined with my imminent 75th birthday. Andrew Hursthouse has been extremely helpful in suggesting the best way forward and in 'holding my hand' through the process. I am very much impressed and would not hesitate to recommend The Pension Planner. Thank you!
We truly value our clients and take pride in the work we do. We ensure delivery of the promises we make, and have a strong emphasis on client service. It is these fundamental qualities, along with our expertise, knowledge and experience that sets us apart from the others. We build long lasting and trusted relationships with our clients and provide financial advice in Sheffield and surrounding areas. Our careful attention to detail along with a friendly, plain English approach, ensures our clients value us as much as we do them.
The Pension Planner is truly independent therefore we can utilise companies throughout the whole financial market. This enables us to offer personalised solutions, in our informative yet friendly, relaxed manner.
We ensure our charges are transparent, clients are made aware of these in writing at the very beginning. We will never charge for our time if we cannot help or you do not wish to proceed with our advice.
We are proud to hold a 5 star rating on Trustpilot, so please take a look at what our existing clients have to say about us.
We help many clients each year plan their retirement strategies in the Sheffield area. Whether they are coming up to retirement and requiring an income, or a number of years away and looking to put plans in place to retire in the comfort they desire.
When you contact The Pension Planner, one of our highly qualified advisers, or trained specialists will answer your enquiry. Our approach ensures that you are offered advice that is expertly tailored to meet your exact requirements.